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Shopify

1,259 hedge funds and large institutions have $66.6B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 471 increasing their positions, 432 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 97

27% more call options, than puts

Call options by funds: $3.02B | Put options by funds: $2.37B

24% more capital invested

Capital invested by funds: $53.8B → $66.6B (+$12.8B)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

4% more funds holding

Funds holding: 1,2091,259 (+50)

1.46% more ownership

Funds ownership: 67.17%68.63% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 432

Holders
1,259
Holders Change
+50
Holders Change %
+4.14%
% of All Funds
18.08%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
155
Increased
471
Reduced
432
Closed
97
Calls
$3.02B
Puts
$2.37B
Net Calls
+$651M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1076
FinTrust Capital Advisors
South Carolina
$87K +$69.1K +1,000 +1,176%
PWA
1077
Provenance Wealth Advisors
Florida
$86.1K
JWA
1078
JFS Wealth Advisors
Pennsylvania
$84.7K +$6.91K +100 +10%
MSG
1079
Main Street Group
Virginia
$84.1K
EWM
1080
Evermay Wealth Management
Virginia
$82.8K -$174K -2,517 -71%
TCOV
1081
Trust Company of Vermont
Vermont
$81.3K +$967 +14 +1%
BC
1082
Belmont Capital
California
$80.1K
BHWM
1083
Beaird Harris Wealth Management
Texas
$80.1K +$60.4K +875 +700%
ABWM
1084
Alpine Bank Wealth Management
Colorado
$80.1K +$69.1K +1,000 New
FMTCOCP
1085
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K
ANBT
1086
American National Bank & Trust
Texas
$77.7K
M
1087
Mirova
France
$74.9K
HIIFS
1088
Harel Insurance Investments & Financial Services
Israel
$71K -$13.4K -194 -18%
HWP
1089
Highline Wealth Partners
California
$70.1K -$1.31K -19 -2%
HCP
1090
Hexagon Capital Partners
Arkansas
$68.4K -$5.39K -78 -8%
AIM
1091
Anchor Investment Management
South Carolina
$67.8K -$1.31K -19 -2%
LFG
1092
Larson Financial Group
Missouri
$64.6K -$168K -2,433 -75%
CAS
1093
Coppell Advisory Solutions
Texas
$64.2K +$34.5K +500 +161%
EDRH
1094
Edmond de Rothschild Holding
Switzerland
$64K -$9.19K -133 -14%
NIC
1095
Northwest Investment Counselors
Oregon
$63.9K +$55K +797 New
SN
1096
Sittner & Nelson
Oregon
$63.6K
CTC
1097
Central Trust Company
Missouri
$63K +$1.1K +16 +2%
DF
1098
DecisionPoint Financial
Arizona
$60.1K
CFB
1099
Cullen/Frost Bankers
Texas
$58.4K +$38.7K +560 +331%
GTAM
1100
Global Trust Asset Management
Florida
$56.9K +$48.3K +700 +7,000%

SHOP Hedge Fund Activity: Q3 2024 in Review

1,259 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q3 2024, worth a combined $66.6B — up 24% from $53.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 97 closed out — a net gain of 58 holders — while 471 added to existing stakes and 432 trimmed.

The largest buyer was Capital International Investors, adding an estimated $585M. The largest seller was JP Morgan Chase, cutting an estimated $564M.

  • 1,259 institutional investors held Shopify (SHOP) as of Q3 2024, up from 1,209 in Q2 2024.
  • Funds reported $66.6B of Shopify stock for Q3 2024, up 24% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q3 2024 and 97 closed out, a net change of +58 holders.
  • The largest Shopify buyer in Q3 2024 was Capital International Investors, an estimated $585M added.
  • The largest Shopify seller in Q3 2024 was JP Morgan Chase, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2024.